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Hyster-Yale Materials Handling

143 hedge funds and large institutions have $240M invested in Hyster-Yale Materials Handling in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

0.8% less ownership

Funds ownership: 57.31%56.5% (-0.8%)

2% less call options, than puts

Call options by funds: $903K | Put options by funds: $921K

9% less funds holding

Funds holding: 157143 (-14)

20% less capital invested

Capital invested by funds: $301M → $240M (-$61.6M)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
143
Holders Change
-14
Holders Change %
-8.92%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
48
Closed
32
Calls
$903K
Puts
$921K
Net Calls
-$18K
Net Calls Change
+$937K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
26
Isthmus Partners
Wisconsin
$1.71M +$85.6K +2,596 +5%
GF
27
Gabelli Funds
New York
$1.67M +$142K +4,300 +8%
IAM
28
Impala Asset Management
Florida
$1.49M +$1.65M +50,000 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.43M +$65.7K +1,991 +4%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$1.4M +$399K +12,104 +35%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.35M -$127K -3,855 -8%
JIC
32
Johnson Investment Counsel
Ohio
$1.33M
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.24M -$2.28M -68,987 -62%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1.23M -$29.3K -888 -2%
MP
35
McDonald Partners
Ohio
$1.2M -$204K -6,175 -13%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.19M -$79.1K -2,400 -6%
UBS Group
37
UBS Group
Switzerland
$1.12M -$151K -4,567 -11%
Mitsubishi UFJ Asset Management
38
Mitsubishi UFJ Asset Management
Japan
$1.12M +$552K +16,740 +82%
AG
39
Algert Global
California
$1.1M -$8.9K -270 -0.7%
KeyBank National Association
40
KeyBank National Association
Ohio
$1.03M
GCP
41
GSA Capital Partners
United Kingdom
$1.02M -$34.3K -1,041 -3%
Fisher Asset Management
42
Fisher Asset Management
Washington
$980K -$71.5K -2,168 -6%
SEI Investments
43
SEI Investments
Pennsylvania
$869K -$38.3K -1,160 -4%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$865K -$284K -8,600 -23%
Two Sigma Investments
45
Two Sigma Investments
New York
$843K -$974K -29,520 -51%
Bank of America
46
Bank of America
North Carolina
$829K +$300K +9,094 +48%
Deutsche Bank
47
Deutsche Bank
Germany
$780K +$547K +16,597 +172%
Ameriprise
48
Ameriprise
Minnesota
$776K +$70.1K +2,125 +9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$741K +$467K +14,164 +131%
SFI
50
Susquehanna Fundamental Investments
Pennsylvania
$696K +$773K +23,438 New

HY Hedge Fund Activity: Q4 2025 in Review

143 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Hyster-Yale Materials Handling (HY) for Q4 2025, worth a combined $240M — down 20% from $301M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of HY and 18 opened new positions — a net loss of 14 holders — while 48 trimmed existing stakes and 52 added.

The largest buyer was ValueWorks, adding an estimated $3.28M. The largest seller was Vanguard Group, cutting an estimated $7.01M.

  • 143 institutional investors held Hyster-Yale Materials Handling (HY) as of Q4 2025, down from 157 in Q3 2025.
  • Funds reported $240M of Hyster-Yale Materials Handling stock for Q4 2025, down 20% quarter-over-quarter.
  • 18 funds opened new Hyster-Yale Materials Handling positions in Q4 2025 and 32 closed out, a net change of -14 holders.
  • The largest Hyster-Yale Materials Handling buyer in Q4 2025 was ValueWorks, an estimated $3.28M added.
  • The largest Hyster-Yale Materials Handling seller in Q4 2025 was Vanguard Group, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2025.